The user reference is the user name used in the HandiSoft Login window. This can be changed if necessary.
Change a staff user reference code
Note: Ensure you have a suitable backup before making the change. Ensure the user is logged out of All HandiSoft programs.
From Practice Manager Contact, go to View, Users.
Click Change, then enter the code.
Click Ok.
All user options will transfer to the new User name.
The procedure can be found under Help, Help Topics, Search, type in User name, then select Changing a user reference.